When you send a message from SetKeeper, there are three format options available:

#1 Attachment 

The attachment type will let you attach files to your message. Your recipient will receive the documents just like a regular email with a file attached to it:

#2 Personal Link

When choosing the personal link, your recipients will have to click on a link embedded in the email to access the files. You also have the possibility to set an expiration date to the link to make sure nobody can access the file past a certain date. 

#3 Closed Loop (SetKeeper account required) 

Files sent through Closed Loop require the recipients to have a SetKeeper account in order to access those documents. When clicking on the "View documents" button, the recipient will be redirected to the SetKeeper login page to be able to see the files:

The page you are redirected to after clicking on "View Documents"


Now you know everything about the different formats for sending documents! 🤗

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